+379.0%
RCL vs ED
+132.0%
+247.0%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.1% | +3.1% | +3.0% |
| 7D | +5.0% | -0.1% | +5.0% | +5.0% |
| 30D | +19.4% | +11.6% | +7.8% | +17.3% |
| 3M | +5.9% | +10.5% | -4.6% | +4.3% |
| 6M | +23.8% | +13.2% | +10.6% | +21.2% |
| YTD | +22.8% | +22.1% | +0.7% | +18.2% |
| 1Y | +34.3% | +24.2% | +10.1% | +28.8% |
| 3Y | +276.4% | +46.9% | +229.5% | +241.2% |
| 5Y | +281.6% | +80.8% | +200.8% | +227.6% |
| 10Y | +379.0% | +134.3% | +244.8% | +316.5% |
| All | +379.0% | +132.0% | +247.0% | +316.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded ED wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling